Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 40,147 shares of DIHP stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
40,147
Previous 36,366
10.4%
Holding current value
$1.03 Million
Previous $957 Million
16.19%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
206Shares Held
108MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$578 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$447 Million1.16% of portfolio
-
Savant Capital, LLC8.48MShares$218 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio